+288.1%
TER vs BNY
+287.0%
+1.1%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-11 to 2026-09-11.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | 0.0% | +2.5% | +2.5% |
| 7D | +6.4% | -1.3% | +7.7% | +7.5% |
| 30D | -5.7% | -0.2% | -5.5% | -5.6% |
| 3M | -0.4% | +14.9% | -15.3% | -12.3% |
| 6M | +25.8% | +40.0% | -14.2% | -5.6% |
| YTD | +96.4% | +42.0% | +54.4% | +44.9% |
| 1Y | +229.2% | +56.9% | +172.4% | +123.9% |
| 3Y | +288.1% | +289.9% | -1.7% | +45.4% |
| All | +288.1% | +287.0% | +1.1% | +45.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 2023-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded BNY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
2023-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling